Bank of New York Mellon Wealth Management, headquartered in New York City, has promoted Kent Moegerle to the position of southeast regional president, overseeing the Atlanta, Ft. Lauderdale, Miami, Naples, Palm Beach Gardens, Tampa and Winter Park markets, the company recently announced.
In his new role as a member of the Wealth Management leadership team, Moegerle will be responsible for driving strategy, business development, marketing, portfolio management and private banking activities for the region, as well as the delivery of advice to outsourced chief investment officers, institutional investors, private foundations, endowments and family offices. He will report directly to BNY Mellon Wealth Management CEO Catherine Keating.
Moegerle joined BNY Mellon Wealth Management in 2019 as Southeast Regional head of client strategy after spending two decades at SunTrust, most recently as the firm’s Private Wealth Management division executive.
Moegerle, a certified financial planner, received a bachelor’s degree in finance from the University of Central Florida.